The initial planning fee is $3,000 but may be more or less depending upon the client’s complexity. We will provide a firm quote in a written engagement letter prior to commencement of the planning.
Our full concierge service integrates investment and retirement planning along with pro-active tax, estate and risk management planning. You will receive a customized portfolio design with regular face-to-face meetings and coordination with your CPAs, attorneys and other advisors.
(a) Firm minimum required revenue = $5,000/yr.
In an asset-based fee relationship, you pay a fee (charged quarterly) for the advice and services provided by your financial advisor as a part of the advisory relationship. This fee is based on the level of assets in your account, independent of the level of trading activity. By deciding to pay a fee based on services provided rather than transactions, you should understand that the fee may be higher than the cost of a commission alternative during periods of lower trading activity. Advisory fees are in addition to the internal expenses you may incur from mutual funds and other investment company securities. If you intend to hold these types of securities, you should consider internal expenses when evaluating the costs of a fee-based account, and reevaluate as necessary to be sure an asset-based fee is still appropriate for your needs.